At True Potential we are committed to ‘doing more’ throughout everything that we offer our clients. Our mission is to help you do more with your money.

During the recent times of rising inflation and market volatility, we have looked to do more for our clients and here are some of the ways we’re doing more.

We offer globally diversified investments.

Our True Potential Portfolios are actively managed in-house by our expert Investment Management team, working with Fund Managers across the world to ensure your investment is globally diversified.

What does this mean? Your eggs aren’t all in one basket, you are invested in Portfolios across thousands of asset classes in regions all over the world. If one sector underperforms, another sector may overperform. This helps to smooth out market volatility, which has been a concern for investors during recent months due to volatile markets relating to issues such as the Russia/Ukraine conflict.

The Fund Managers we work with are world class, including the likes of Allianz, Close Brothers, 7IM and Goldman Sachs. You can be confident that your investment is being managed with an approach that aims to maximise your returns, reduce your risk, and make your money do more

You can track performance 24/7

We have an award-winning in-house development team, who ensure the True Potential app is designed to help you do more with your money.

This means you can track your investments 24/7 from anywhere in the world.

You start out your investment journey with a goal. Tracking your investment through the app means you can see how close you are to closing the gap to that goal.

This helps you see when topping up your investment could get you to your goal sooner.

You can top up your investments

Using the True Potential app means you can top up your investment at any time through the impulseSave® feature.

You can top up at anytime, anywhere, and from just £1. That means you could get closer to your goal whenever you see the opportunity, potentially leading to an earlier retirement date in your Pension for example.

You could also set up a direct debit into your investment, ensuring that you ‘pay yourself first’ at the start of the month and consistently move closer to completing your investment goal. Regular contributions and growth in markets could mean that your ISA or Pension is moving towards your goal in a more consistent way than the occasional top up.

We keep you in the know

Presented by our Investment Management team, Morning Markets gives True Potential Investments latest take on global equity market returns and provides analysis on how your money is performing. Subscribe to the True Potential YouTube Channel to stay updated.

The True Potential YouTube Channel is also the place to find our weekly Do More With Your Money show. This brings together an expert panel for a lively discussion on everything related to current affairs and personal finances.

 You can get Rewards on your spending

There are also other features to the True Potential app, such as True Potential Rewards.

Using this means you can enjoy cashback when online shopping across a range of popular brands. These savings can then be invested directly into your ISA or Pension, helping you to do more with your money. Alternatively you can withdraw these savings directly to your current account, withdrawing or investing your Rewards savings is entirely up to you and what is right for your circumstances.

Get in touch

Get in touch today to find out more about how True Potential is helping you to do more with your money. You can use the True Potential app to get in touch directly with us or your financial adviser.

There may be rising inflation and market volatility in the short term, but you can rest assured you are invested for the long term with True Potential and our commitment to help you do more with your money.

With investing, your capital is at risk. Investments can fluctuate in value, and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. The information contained in this publication does not constitute a personal recommendation and the investments referred to may not be suitable for all investors.

The terms and conditions that apply to True Potential Rewards are available in the Documents section of your account.



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